Overview
Assets Under Management: $219 million
Headquarters: EXCELSIOR, MN
High-Net-Worth Clients: 70
Average Client Assets: $3 million
Frequently Asked Questions
INTELLIGENT FINANCIAL STRATEGIES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #108048), INTELLIGENT FINANCIAL STRATEGIES, LLC is subject to fiduciary duty under federal law.
INTELLIGENT FINANCIAL STRATEGIES, LLC is headquartered in EXCELSIOR, MN.
INTELLIGENT FINANCIAL STRATEGIES, LLC serves 70 high-net-worth clients according to their SEC filing dated February 05, 2025. View client details ↓
According to their SEC Form ADV, INTELLIGENT FINANCIAL STRATEGIES, LLC offers financial planning and portfolio management for individuals. View all service details ↓
INTELLIGENT FINANCIAL STRATEGIES, LLC manages $219 million in client assets according to their SEC filing dated February 05, 2025.
According to their SEC Form ADV, INTELLIGENT FINANCIAL STRATEGIES, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 70
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.17
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 308
Discretionary Accounts: 308
Regulatory Filings
CRD Number: 108048
Last Filing Date: 2025-02-05 00:00:00
Website: https://excelsiorinvestors.com